Advyzon Investment Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Advyzon Investment Management’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.38M	Buy	43,494 +13,119	+43%	+$416K	0.1%	197
2026 Q1	$932K	Buy	+30,375	New	+$921K	0.08%	246
2025 Q1	–	Sell	-25,186	Closed	-$688K	–	301
2024 Q4	$688K	Buy	+25,186	New	+$716K	0.27%	77

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Advyzon Investment Management's SCHD Position: Q2 2026 in Review

Advyzon Investment Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 43% in Q2 2026, buying an estimated $416K and bringing the position to 43,494 shares worth $1.38M. The position accounts for 0.1% of the portfolio, ranked #197.

Advyzon Investment Management first reported a position in SCHD in Q4 2024 and has held it in 3 quarters since. 2,131 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Advyzon Investment Management held 43,494 shares of Schwab US Dividend Equity ETF worth $1.38M as of Q2 2026.
Advyzon Investment Management bought 13,119 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $416K.
Schwab US Dividend Equity ETF made up 0.1% of Advyzon Investment Management's portfolio in Q2 2026, its #197 holding.
Advyzon Investment Management first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 3 quarters since.
2,131 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.